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DirectoryFinance & InsuranceFinTechZugCanopy Europe AG
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Canopy Europe AG

Summary

About the company

The company Canopy offers a platform for data analysis and visualization, particularly for the financial sector. The core activity of the company is to provide customers with a comprehensive solution for managing and analyzing their financial data. This includes features such as: data extraction from PDF documents, data analysis and visualization, creation of customized reports, risk management and analysis, integration with various data sources and banks, and a user-friendly interface for managing financial data. The company primarily targets asset managers and other financial institutions that require a comprehensive and user-friendly solution for managing their financial data.

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Products & services

Industry:FinTechSoftware Development
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Wealth Management Systems
Cloud-based portfolio management software for family offices, wealth managers and private banks; data aggregation, analysis, visualisation and reporting for consolidated portfolios.
Canopy Manager
Portfolio management software for asset managers and wealth managers; view, track and analyse client portfolios, consolidate data and create customer reports.
Data Analysis, Visualisation and Reporting
Analyse, visualise and convert financial data into flexible reports; performance, risk and attribution evaluations as well as client-specific reports.
Canopy Visualizer
Web application for a consolidated portfolio view with secure access via mobile phone or computer; configurable asset classifications and a combined view of accounts and securities.
Canopy Analytics
Module for individual performance and risk analyses, cash flow calculations and financial indicators with access to enriched data.

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Location

Rigistrasse 2
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-180.260.293
Founded
2018 · 8 years
Last commercial register change
March 20, 2025
Employees
11 to 20

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